Plan Snapshot
- Plan Sponsor: Cedar Grove Warehouse INC
- Sponsor EIN: 208535086
- Sponsor Address: 323 SOUTH MAIN ST, CEDAR GROVE, WI, 53013
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 103 | $4.5M | $204,418 | $350,285 |
| 2023 | 109 | $3.9M | $206,526 | $358,488 |
| 2022 | 114 | $3.0M | $190,502 | $337,841 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS | Investment Advisor | $20,389 | — | $20,389 |
| AMERICAN TRUST RETIREMENT | Recordkeeper | $6,014 | — | $6,014 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN WEALTH ADVISORS — Investment Advisor
- AMERICAN TRUST RETIREMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,403
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $29,302 | $20,389 | $6,014 | — | — |
| 2023 | $25,422 | — | $25,422 | — | — |
| 2022 | $21,739 | — | $21,739 | — | — |